Comfort Systems USA, Inc. ($FIX) reported a strong second quarter, with revenue rising to $3.3 billion, up 50.3% from a year earlier. Gross profit climbed to $844.2 million, while operating profit increased to $558.0 million, reflecting solid operating leverage.
Net income attributable to common shareholders reached $441.6 million, and diluted earnings per share came in at $12.53, both nearly doubling from the prior year. The company also outperformed expectations, with revenue and earnings coming in above estimates.
Cash generation was especially notable in the quarter. Operating cash flow surged to $1.1 billion, while cash and cash equivalents ended at $1.9 billion. Capital spending remained elevated, with purchases of property, plant and equipment totaling $141.4 million.
On the balance sheet, total liabilities rose to $5.3 billion. The stock was down 1.7% since the market close.
- Revenue: $3.3 billion
- Operating profit: $558.0 million
- Net income: $441.6 million
- Diluted EPS: $12.53
- Operating cash flow: $1.1 billion
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
Comfort Systems USA, Inc. Insider Trading Activity
Comfort Systems USA, Inc. insiders have traded $FIX stock on the open market 13 times in the past 6 months. Of those trades, 0 have been purchases and 13 have been sales.
Here’s a breakdown of recent trading of $FIX stock by insiders over the last 6 months:
- BRIAN E. LANE (CHIEF EXECUTIVE OFF.) has made 0 purchases and 2 sales selling 20,478 shares for an estimated $35,499,248.
- WILLIAM III GEORGE (CHIEF FINANCIAL OFFICER) sold 9,000 shares for an estimated $12,914,748
- FRANKLIN MYERS sold 8,636 shares for an estimated $12,717,032
- WILLIAM J SANDBROOK has made 0 purchases and 2 sales selling 4,000 shares for an estimated $6,207,294.
- DARCY ANDERSON sold 4,500 shares for an estimated $6,163,838
- TERRENCE REED (SVP & CHRO) has made 0 purchases and 2 sales selling 1,787 shares for an estimated $2,537,182.
- PABLO G. MERCADO, has made 0 purchases and 2 sales selling 1,000 shares for an estimated $1,592,390.
- CONSTANCE ELLEN SKIDMORE sold 1,000 shares for an estimated $1,425,000
- RHOMAN J HARDY sold 342 shares for an estimated $649,827
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
Comfort Systems USA, Inc. Hedge Fund Activity
We have seen 615 institutional investors add shares of Comfort Systems USA, Inc. stock to their portfolio, and 476 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 774,752 shares (-47.2%) from their portfolio in Q1 2026, for an estimated $1,068,375,260
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO removed 309,252 shares (-99.7%) from their portfolio in Q1 2026, for an estimated $426,455,415
- CAPITAL INTERNATIONAL INVESTORS added 278,199 shares (+244.8%) to their portfolio in Q1 2026, for an estimated $383,633,639
- FMR LLC removed 221,194 shares (-13.2%) from their portfolio in Q1 2026, for an estimated $305,024,314
- CURATED WEALTH PARTNERS LLC added 194,612 shares (+128034.2%) to their portfolio in Q2 2026, for an estimated $385,711,253
- JACOBS LEVY EQUITY MANAGEMENT, INC removed 171,652 shares (-64.1%) from their portfolio in Q1 2026, for an estimated $236,706,391
- AMF TJANSTEPENSION AB removed 162,078 shares (-59.7%) from their portfolio in Q1 2026, for an estimated $223,503,941
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
Comfort Systems USA, Inc. Government Contracts
We have seen $223,701 of award payments to $FIX over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- BC BMS SERVICES: $191,644
- EO 14042 - IT HVAC MAINTENANCE AND INSPECTION (USM-DN): $6,080
- PREVENTATIVE MAINTENANCE: $5,900
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
Comfort Systems USA, Inc. Congressional Stock Trading
Members of Congress have traded $FIX stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $FIX stock by members of Congress over the last 6 months:
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
Comfort Systems USA, Inc. Price Targets
Multiple analysts have issued price targets for $FIX recently. We have seen 7 analysts offer price targets for $FIX in the last 6 months, with a median target of $2004.0.
Here are some recent targets:
- Adam Bubes from Goldman Sachs set a target price of $2159.0 on 07/09/2026
- Joshua Chan from UBS set a target price of $2125.0 on 06/08/2026
- Brent Thielman from Oppenheimer set a target price of $2200.0 on 05/28/2026
- Sangita Jain from Keybanc set a target price of $2004.0 on 04/24/2026
- Austin Wang from GLJ Research set a target price of $2001.0 on 04/21/2026
- Brent Thielman from DA Davidson set a target price of $1800.0 on 02/23/2026
- Brian Brophy from Stifel set a target price of $1196.0 on 01/26/2026
